See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,765 | $53,777-67.0% | $134,143-86.8% | $79,858-77.8% |
| Participation rate | 80.0% | 58.8%+21.2pp | 72.2%+7.8pp | 69.6%+10.4pp |
| Annual return | 16.82% | 19.01%-2.2pp | 36.33%-19.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,903 | $1,321+44.0% | $3,704-48.6% | $2,471-23.0% |
| Participant deferral / active EE | $3,646 | $2,420+50.7% | $3,499+4.2% | $3,740-2.5% |
| Admin fee / account holder | $860 | $3,984-78.4% | $6,684-87.1% | $5,306-83.8% |